+319.1%
DELL vs AMRZ
-14.5%
+333.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.6% |
| 7D | +14.9% | -1.9% | +16.8% | +15.5% |
| 30D | +13.3% | -16.9% | +30.2% | +19.1% |
| 3M | +24.4% | -19.2% | +43.6% | +30.9% |
| 6M | +258.0% | -29.3% | +287.3% | +292.7% |
| YTD | +320.2% | -18.0% | +338.2% | +335.3% |
| 1Y | +319.1% | -15.1% | +334.1% | +318.8% |
| All | +319.1% | -14.5% | +333.5% | +318.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AMRZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling